Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 5,040 institutions that hold shares in the stock, with a total of 924 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
16,858
shares
|
$8.04 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
16,850
shares
|
$8.04 Million
1.84% of portfolio
|
Q2 2025
Added 1492.63%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16,846
shares
|
$8.04 Million
0.74% of portfolio
|
Q2 2025
Added 141.28%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
16,827
shares
|
$8.03 Million
0.66% of portfolio
|
Q2 2025
Added 128.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
16,804
shares
|
$8.02 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,793
shares
|
$8.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,776
shares
|
$8 Million
5.08% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Beddow Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
16,776
shares
|
$8 Million
3.23% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
16,776
shares
|
$8 Million
1.38% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
16,776
shares
|
$8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
16,774
shares
|
$8 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
16,774
shares
|
$8 Million
6.98% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
16,757
shares
|
$8 Million
3.52% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,742
shares
|
$7.99 Million
0.25% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
16,741
shares
|
$7.99 Million
3.59% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
16,721
shares
|
$7.98 Million
0.19% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
16,694
shares
|
$7.97 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
16,686
shares
|
$7.96 Million
5.66% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,673
shares
|
$7.96 Million
1.45% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
16,662
shares
|
$7.95 Million
1.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
16,643
shares
|
$7.94 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
16,635
shares
|
$7.94 Million
1.9% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
16,625
shares
|
$7.93 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
16,615
shares
|
$7.93 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
16,601
shares
|
$7.92 Million
5.25% of portfolio
|
Q3 2024
Reduced 90.97%
|